+105.1%
OSCR vs WPM
+38.8%
+66.3%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +12.0% | -3.4% | +6.2% |
| 7D | +15.5% | +3.9% | +11.6% | +14.4% |
| 30D | +8.5% | -3.5% | +12.0% | +8.7% |
| 3M | +15.8% | +14.1% | +1.7% | +11.4% |
| 6M | +89.5% | +6.2% | +83.3% | +83.1% |
| YTD | +144.9% | +12.4% | +132.5% | +110.1% |
| 1Y | +105.1% | +40.0% | +65.1% | +40.0% |
| All | +105.1% | +38.8% | +66.3% | +40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WPM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling